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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,308 | $62,583+13.9% | $76,767-7.1% | $64,173+11.1% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,837 | $3,145-41.6% | $3,852-52.3% | $3,470-47.1% |
| Admin fee / account holder | $2,684 | $4,667-42.5% | $6,675-59.8% | $4,887-45.1% |